SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 288 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $420 | -100.0% | 10,600 | -84.0% | 0.00% | -66.7% |
| Q3 2022 | $2,352,000 | -58.9% | 66,300 | -49.0% | 0.00% | -57.1% |
| Q1 2022 | $5,718,000 | +65.4% | 130,100 | +58.3% | 0.01% | +75.0% |
| Q4 2021 | $3,457,000 | +725.1% | 82,200 | +668.2% | 0.00% | +300.0% |
| Q3 2021 | $419,000 | +30.5% | 10,700 | +33.8% | 0.00% | – |
| Q2 2021 | $321,000 | -22.1% | 8,000 | -25.2% | 0.00% | -100.0% |
| Q1 2021 | $412,000 | -48.5% | 10,700 | -67.1% | 0.00% | 0.0% |
| Q1 2020 | $800,000 | – | 32,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 302,195 | $11,924,000 | 10.58% |
| Stewardship Advisors, LLC | 224,133 | $8,844,000 | 5.56% |
| TPG Financial Advisors, LLC | 161,789 | $6,384,000 | 5.26% |
| MFA WEALTH ADVISORS, LLC | 174,122 | $6,874,000 | 4.99% |
| Financial Planning & Information Services, Inc. | 232,424 | $9,171,000 | 3.65% |
| Traverso Chambers Private Wealth Management, LLC | 177,250 | $6,994,000 | 2.97% |
| FSA Wealth Management LLC | 105,615 | $4,168,000 | 2.94% |
| Mokosak Advisory Group, LLC | 100,043 | $3,954,000 | 2.39% |
| Aurora Private Wealth, Inc. | 152,928 | $6,035,000 | 2.14% |
| NorthRock Partners, LLC | 999,044 | $39,422,000 | 2.08% |